Several articles recently have expounded on 3Com’s “China-centric” business model.

Quotes from some recent articles:

“3Com holds 35 percent of the market for networking products in China, about as much as Cisco Systems”

“”China actually has become our home market,” Mao said.” (Bob Mao is the CEO of 3Com).

“3Com made a net profit of US$92.7 million in the first half of fiscal year 2009, a turnaround from a $54.3 million loss in the same period a year earlier.”

“3Com plans to stay an independent company after a failed acquisition by Bain Capital Partners two years ago, Mao said.”

The last quote is interesting, as it plays against my hunch that COMS will still get bought out sometime in the next 1 or 2 years.

If COMS posts more good earnings news in the next filing, you can bet the stock price will move up.  They’ve had two good quarters in a row now, so three would put the limelight back on, IMO.

Sources:

PCWorld “3Com Eyes Exapansion From New “Home Market” in China.

3Com Abandons North America for China

3Com Excels in China